First San Francisco Partners provides data governance and data management consulting services to help companies improve decision-making, operational efficiency, and business growth. They employ agile approaches to deliver faster results and reduce costs. Their services include data governance strategy, assessments, workshops, and master data management implementations. They help organizations of all sizes address data management challenges.

1. Master data complexity made simpler
First San Francisco Partners
Company Overview

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your critical data assets to improve operational efficiency and profitability
When companies are able to transform their data into actionable intelligence
they can improve decision-making and customer value, and institute business
process efficiencies that fuel business growth.
First San Francisco Partners provides data governance and data management
consulting services that deliver faster time-to-results for complex organizations.
By employing a holistic, incremental approach - Agile Master Data Management
TM
and Agile Data Governance
TM
- data quality improvements are delivered sooner with
reduced project risk and lower data management operational costs.
The company’s service offerings are both strategic and tactical, and include
data governance, data quality and master data management strategy, business
and IT alignment workshops, data management architecture and master data
management implementation.
First San Francisco Partners supports organizations of all sizes across any phase
of a data management initiative.

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The first step in master data management (MDM)
First San Francisco Partners focuses on helping clients solve their data management challenges so that
data is recognized and managed as a corporate asset. The company is managed by senior-level technology
executives with a combined 20+ years domain expertise in enterprise data integration and MDM.
A single focus and core competency in data management provides the highest value in the least amount of
time, and that is just one of the differences our clients experience working with First San Francisco Partners:
• Agile Master Data Management™ allows you to start your MDM implementation in small
increments, reduce project risk, optimize time and costs, and facilitate business and IT to work
towards common goals.
• Agile Data Governance™ ensures your data governance initiative delivers measureable impact
by focusing on high value “projects” while deploying an enterprise governance ”program”.
• A unified cross-functional, enterprise-wide approach to master data management and data
governance delivers tangible results.
• A holistic approach to data management looks at data from both a business process and
technology management perspective, ensuring your strategies are in synch.
• Organizational alignment ensures the right people are involved in determining standards,
usage and integration of data across projects, subject areas and lines of business.

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A paradigm shift is needed when implementing an MDM solution because it is very different than a typical
CRM or ERP application. The more business is involved early and frequently in the project lifecycle, the
greater the success. Agile Master Data ManagementTM
ensures early and frequent immersion for both
business and IT resources as opposed to a traditional waterfall approach.
Agile MDMTM
is proven to deliver a well
adopted, working MDM solution with the
lowest amount of risk by focusing on the
following guiding principles:
• Close and continuous collaboration
between business and IT.
• Keep it simple and grow incrementally.
• Rapidly deliver results through frequent,
regular iterations.
• Client empowerment through critical
knowledge transfer.
• Uncover risk and misconceptions early
and adjust accordingly.
Agile Master Data ManagementTM
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Data Governance, or any form of governance, is traditionally viewed as a necessary evil. However, good
Data Governance can help an organization become more streamlined, more efficient and more productive by
ensuring the right people are involved in the right decisions at the right time.
Agile Data GovernanceTM
leverages the same guiding principles as Agile MDMTM
to ensure your data governance
program adds value - not bureaucracy. Agile Data GovernanceTM
incorporates the following components:
• Complete Stakeholder Analysis to understand
who uses the data, how and why it’s important.
• Identification and execution of high value tactical
projects within the strategic program.
• Measurement and monitoring to calculate
business impact.
• Communication Plans to maintain alignment
between stakeholder groups.
• Collaborative review process to readjust
and improve.
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Agile Data GovernanceTM

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Architecture, Data Quality and Data Governance Assessments
The first step in mastering your data is to understand the current state of data quality, data integration
architectures and existing data governance processes. With this knowledge in hand, a strategy and
roadmap is formulated to meet corporate mandates and achieve business objectives and business
process efficiencies. A detailed set of priority recommendations emerge to improve data quality,
integrate critical data into business processes and institute or streamline data governance. The
outcomes of these thorough, methodology-based assessments include an actionable:
1. Data Governance Strategy
2. Data Quality Improvement Plan
3. MDM Architecture Roadmap
Professional Services
Our service offerings span data governance and data quality strategy, alignment workshops, data
management architecture and MDM technology implementation.
First San Francisco Partners can assist with the formulation and roll-out of a data governance program and
implementation of enabling technology, in addition to architectural and data governance guidance to ensure
your data management initiative delivers business value over time.

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Alignment Workshops
One of the biggest challenges in a data
management initiative is aligning different and
sometimes competing organizations to work towards
the same long-term vision. First San Francisco
Partners offers an alignment workshop to rapidly
identify common goals across departments and
business units and prioritize impact areas along with
immediate, shared areas of success. A continual
buy-in process with all project stakeholders is
defined and committed to aligning executives,
business owners and IT management – with
defined success metrics and communications plans.
Workshops are interactive, on-site and typically
completed in 3-5 business days.
MDM implementation experts hit the ground running
with extensive experience in solution architecture
and data integration across popular MDM vendor
solutions – having deployed enterprise solutions at
many Fortune 100 corporations.
First San Francisco Partners uniquely takes into
consideration the myriad of non-technology data
management/integration issues like organization,
accountability and communication of key master
data policies and processes – beyond any single
software vendor product capabilities and across all
master data types. MDM implementation expertise
also includes data quality, data integration and
measuring/monitoring solutions.
MDM Technology Implementations

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Testimonials
First San Francisco Partners far exceeded our
expectations, especially in helping the project
team secure cross-functional executive team
commitment to the customer master data initiative.
– Julie Cullivan, VP Sales Operations, McAfee
A hybrid data governance model uniquely
accommodates Northern Trust’s business model
– with distinct lines of business having their own
business-driven client needs – and supports
collaboration across the enterprise.
– David Bailey, Senior VP, Northern Trust
Within a short time frame, the roles and
responsibilities for data governance were clearly
defined and understood—without which the
company would have continued to “spin their
wheels” and have ongoing miscommunication
leading to inefficiencies and messy data.
– Associate Director, Customer and Market
Operations, Biotech Client
First San Francisco Partners are among my
go-to-trusted-experts in the MDM domain with
deep experience in Data Governance. Their
proven experience in the integration of MDM
into the business employs change management,
organizational alignment and strategic
architectures that just work ... and their people are
a pleasure to work with as well as being among
those rare consultants who have experience with
more than one MDM platform.
– Aaron Zornes, Chief Research Officer,
The MDM Institute
And Conference Chairman, The MDM
& Data Governance Summit series
First San Francisco Partner’s contribution on the
design of the Data Governance Manager has
been instrumental to providing critical insight into
customer’s need as well as skilled resources for
accelerating development and ensuring its high
level of quality.
– Pascal Laik, VP Master Data Management,
Oracle Corporation
Representative Clients
Northern Trust | McAfee | Vertex | Hess | HSBC | Merrill Lynch | Navteq | Export Development Canada

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Kelle O’Neal, Managing Partner
Kelle founded First San Francisco Partners in 2007 following her early work
with several software and systems integration providers who were key to
the development and provisioning of customer data integration and master
data management (MDM) solutions. Her prior experience includes senior
management roles with Siperian as General Manager, EMEA, GoldenGate
Software, Oracle and Siebel Systems in the U.S., Europe and Asia.
Kelle has an unprecedented ability to work through organizational complexity,
build consensus and drive results at senior levels. Her background in customer
relationship management, enterprise software and systems intergration
enables her to provide expert counsel in the MDM market to the most complex,
global organizations. Kelle holds an MBA from the University of Chicago Booth
School of Business and earned a B.A. from Duke University.

10. For sales inquiries contact Kim Weir
kim@firstsanfranciscopartners.com
866-761-3742
www.firstsanfranciscopartners.com
First San Francisco Partners
Master data complexity made simpler
Copyright 2010, First San Francisco Partners LLC